What the Hiring Manager Says


Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
•/tWe are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service.
•/tThis role will be assisting two senior Investment Managers, one Investment Adviser and a Trainee Investment Manager, whilst working closely with two other investment administrators, within a wider team of 12 colleagues.
•/tThis is a key administrative position and the successful applicant with play an integral role in supporting a busy team in the management and development of their growing client base.
•/tThe individual will report to the two senior Investment Managers and the Team’s Leader.
•/tWe will provide full training for the role.

About the Role


Level
: 2

Department:
Investment Management

Location
: London

Contract type
: Permanent

Regulated/non-Regulated:
non-regulated * You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email. You will need to be able to draft general correspondence and file notes using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner.
* You will need to assist the investment managers with ongoing portfolio management; identifying debit positions and forthcoming standing orders; making client and third-party payments; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.
* You will be pivotal in assisting the team with the quarterly and annual reporting process and be able to maintain comprehensive databases with up-to-date client details.
* You will take ownership of liaising with clients and financial advisers to book review meetings, including booking meeting rooms, organising lunches, liaising with our reception team, and updating team calendars with all details. You will also need to record associated expenses and send any administrative follow up as directed by the team.
* For new clients, you will be responsible for printing/binding pitch presentations, opening new accounts and adding new client and financial adviser details to our database. You will need to ensure accounts are opened correctly and in a timely manner and feel confident liaising with middle and back office departments.
* You will be responsible for updating any changes to client information such as address or bank details, completing call backs with clients in order to verify the details and liaising with the relevant back office departments in order to update our systems.
* You will need to organise seasonal projects such as the distribution of diaries and Christmas cards to clients and advisers.
* You will take the lead in ensuring that our client’s suitability is complete and up to date, providing the Investment Managers with a list of reviews due and ensuring that all follow up paperwork is logged and any adjustments actioned.
Consumer Duty


To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

About You


Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don’t match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. * You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally. You will therefore need to have a good communication and interpersonal skill set. You will need to be able to build a rapport with clients and be able to adapt your style to suit the variety of clients we look after.
* You will be able to act on you own initiative and work independently.
* You will have solid organisational skills to manage your workload and meet deadlines. You will also understand the importance of precision and accuracy .
* Ideally you will have experience in a similar role within Wealth or Investment Management.
* You have an interest in financial services or have a good understanding of our services where you can utilise your knowledge and experience within investment management.
* If you have an Administrative Financial Qualification, experience within financial services is beneficial.
#LI-VS1 #QC #QuilterCheviot

Core Benefits


Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company’s performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.